CPW
CAT icon

Crestmont Private Wealth’s Caterpillar CAT Stock Holding History

Crestmont Private Wealth’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$964K Sell
905
-155
-15% -$136K 0.27% 24
2026
Q1 		$751K Buy
1,060
+63
+6% +$43.6K 0.24% 37
2025
Q4 		$571K Buy
997
+18
+2% +$10K 0.19% 45
2025
Q3 		$467K Buy
979
+74
+8% +$31.6K 0.15% 53
2025
Q2 		$351K Buy
905
+3
+0.3% +$1K 0.13% 53
2025
Q1 		$297K Buy
902
+79
+10% +$28.1K 0.13% 53
2024
Q4 		$299K Sell
823
-141
-15% -$54.7K 0.13% 50
2024
Q3 		$377K Buy
964
+9
+0.9% +$3.11K 0.16% 44
2024
Q2 		$318K Buy
955
+326
+52% +$113K 0.15% 49
2024
Q1 		$230K Buy
+629
New +$201K 0.11% 55

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Crestmont Private Wealth's CAT Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $136K and leaving 905 shares worth $964K. The position accounts for 0.27% of the portfolio, ranked #24.

Crestmont Private Wealth first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crestmont Private Wealth held 905 shares of Caterpillar worth $964K as of Q2 2026.
  • Crestmont Private Wealth sold 155 Caterpillar shares in Q2 2026, an estimated $136K.
  • Caterpillar made up 0.27% of Crestmont Private Wealth's portfolio in Q2 2026, its #24 holding.
  • Crestmont Private Wealth first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.